Jeff Blazek
speaker
496 appearances
1 recordings
1 series
first heard Feb 2026
last heard 13 Feb
Jeff Blazek’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Feb 2026 with 1.
Appearances
And when you look at the ability of a cheap priced book company to outperform Google,
they're not really the same investments.
They both can serve a valuable role in your portfolio.
But I think a lot of us have had to learn that a value investor is going to be challenged if you don't have high quality businesses that are capable of growing.
And if you have high quality businesses that are capable of growing, they're probably not value businesses anymore.
The market will have an increasing awareness of that, discover it and buy it.
So I think you have to look through valuation as only one tool.
Look at growth, look at quality of earnings, look at return on equity.
There's a lot of other metrics you need to look at.
Be a quality investor.
An exercise I try to do, having been an equity analyst and a credit analyst early in my career.
So having those skills where you can take a complicated portfolio and drill down from a forest to one tree.
I think this is a good exercise for any allocator.
If you have access to Bloomberg or FactSet or Aladdin, whatever your tool is, take the S&P 500.
and look at the composition of it.
We know the Magnificent Seven is 40% of it.
Maybe you could pick one of those companies.
Maybe find like a, you know, I've been looking at Paramount because it's in the news for, you know, mergers discussions and it might be buying the assets of Warner Brothers.
So you double click on Paramount and you'll see what sector does that roll up into?
How much is it weighted in the index?
Showing 381–400 of 496 · page 20 of 25
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